M83 Investment Group, Llc
- Regulatory AUM
- $191M
- Discretionary
- $191M
- Clients
- 1
- Avg AUM / client
- $191M
- Accounts
- 1
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Dec 05, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $191M | 100.0% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Jay Selter | Manager | Jul 2006 (20y) | GP / trustee / elected manager of Morton Wealth (indirect) | |
| Jeffrey Sarti | Chief Executive Officer And Manager | CFA | Oct 2013 (13y) | Less than 5% |
| Meghan Hillary Pinchuk | Chief Investment Officer And Manager | CFP CFA | Oct 2013 (13y) | ≈ 18.75% – 50% via Morton Wealth |
| Sarti, Sara, Minkyung | Trustee | Oct 2013 (13y) | GP / trustee / elected manager of The Sarti Trust (indirect) | |
| Stacey Lynn Mckinnon | Chief Operating Officer And Manager | Dec 2017 (9y) | Less than 5% | |
| Striks, Menachem | Chief Compliance Officer | Nov 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Morton Wealth | Sole Member | Nov 2023 | A | 75% or more |
| The Sarti Trust | Managing Member | Oct 2013 | B | ≈ 18.75% – 50% via Morton Wealth |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Meghan Hillary Pinchuk: 25% – 50% of Morton Wealth × 75% – 100% direct ≈ 18.75% – 50% of the firm
- The Sarti Trust: 25% – 50% of Morton Wealth × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/05/2025 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 05, 2025.
View current Form ADV (SEC/IAPD) ↗